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MWM
McNaughton Wealth Management Portfolio holdings
AUM
$242M
1-Year Est. Return
14.55%
This Fund
S&P 500
1 Year Est. Return
+14.55%
AUM
$131M
AUM Growth
+$5.63M
(+4.5%)
Holding
53
Top Buys
| 1 | +$1.33M | |
| 2 | +$909K | |
| 3 | +$571K | |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
+$400K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$283K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$626K | |
| 3 | +$398K | |
| 4 |
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
|
+$354K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$266K |
Sector Composition
| 1 | Financials | 0.66% |
| 2 | Technology | 0.64% |
| 3 | Communication Services | 0.47% |
| 4 | Consumer Discretionary | 0.4% |
| 5 | Healthcare | 0.23% |